High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Salesforce (CRM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
With only four days remaining until Dreamforce 2026 and NRF Europe converge on September 15-17, the transition to the agentic enterprise has become the primary focus for platform providers like Salesforce, who are positioning merchant readiness as the next frontier of digital retail. Yet, as the hype cycle accelerates, a quiet disconnect persists between the […]
Salesforce counts 7 billion agentic tasks. Gartner predicts 40% cancellation. McKinsey says 93% are over budget. None of these numbers talk to each other — and that's shaping where billions get spent.
Adobe (ADBE) shares fell early Friday after the software maker provided a fiscal fourth-quarter reve
Salesforce closed its $3.6 billion acquisition of Fin on September 10, 2026, finishing the deal months ahead of the original Q4 FY2027 schedule. While the speed of the transaction – likely reflecting smoother-than-expected regulatory clearance – is notable, the timing is more significant. The completion arrived on the same day Salesforce unveiled its Trusted Enterprise […]
Most enterprise AI initiatives are currently stuck in a cycle of pilot projects that never reach production. Data from IDC and Lenovo suggests that 88% of enterprises with agent initiatives never ship to production, while Gartner reports that over 40% of agentic AI projects are cancelled due to escalating costs and inadequate risk controls. For […]
Another acquisition is complete, but Wall Street wants evidence that Salesforce's AI strategy can deliver.
Salesforce just posted a blowout quarter and rocketed while the rest of enterprise software slid, but a closer look at what actually drove the earnings beat raises questions every CRM shareholder needs to answer before Dreamforce next week.
Exciting developments are taking place for the stocks in this article. They’ve all surged ahead of the broader market over the last month as catalysts such as new products and positive media coverage have propelled their returns.
Adobe is set to report fiscal Q3 earnings later today. Here’s how the data suggests you should play ADBE shares heading into the financial release.
Microsoft (MSFT) runs the highest operating margin in its peer group and grows revenue faster than every rival there but one. Over the past twelve months its stock returned -0.5%, against 18.5% for the S&P 500 (SPY). At about $491.65 a share, it trades at 27.8 times earnings, second-richest in the group. Microsoft ranks first on profitability and fourth on the return, a gap worth explaining.
Salesforce (CRM) shares have remained essentially flat over the past twelve months, slipping 2.3% and lagging the broader market by roughly 20 percentage points. The business underneath has become far more profitable than its own history and far more indebted at the same time. If you own it, the live question is whether this is a riskier company than the one you bought.
The artificial intelligence shift “will be one of the greatest transformations of our society and our businesses ever,” the CEO and co-founder at Salesforce said.
Microsoft's Dynamics 365 Activate targets Salesforce migrations as AI agents expand, but slowing growth and softer bookings cloud the stock's rally.
Salesforce spent most of 2026 getting crushed by fears that AI would kill its business model, and then one earnings report flipped the entire narrative. Here is what the numbers actually reveal about whether this recovery has legs or is running on borrowed time.
Sen. Bernie Sanders (I-Vt.) argued that public demand for stronger AI oversight is being undermined by the technology industry’s growing political spending against candidates who support tougher regulation. Sanders Targets AI Spending On Tuesday, in a post on X, Sanders...
Salesforce is in preliminary talks to acquire Listen Labs for approximately $2 billion. The deal is not yet finalized, but the startup’s recent financial moves suggest a high-stakes exit is the primary goal. Listen Labs recently walked away from a signed $125 million Series C term sheet led by Menlo Ventures that valued the company […]
Salesforce (NYSE:CRM) executives outlined the company’s approach to AI partnerships, Slack monetization and premium product adoption during a Goldman Sachs Communacopia session, emphasizing the role of agents in expanding how customers use its software. Bill Patterson, Salesforce’s president and ch
Listen Labs walked away from a signed Series C term sheet from Menlo Ventures, sources say.
On September 2, F5, Inc. (NASDAQ:FFIV) announced a key integration with MuleSoft, a Salesforce, Inc. (NYSE:CRM) company, federating F5 AI Guardrails directly into MuleSoft’s Agent Fabric Omni Gateway. As enterprises rapidly scale agentic AI capabilities, security teams face growing governance gaps and risks from prompt injection, data leakage, and toxic outputs. This native integration gives […]
Listen Labs operates an AI-driven market and customer research platform for marketing insights.
Investing.com -- Salesforce Inc (NYSE:CRM) is reportedly in preliminary discussions to acquire Listen Labs, an AI-driven customer research platform, in a deal valued at approximately $2 billion. The potential transaction highlights the software giant’s persistent appetite for strategic assets that can bolster its enterprise artificial intelligence suite, according to reporting initially published by Business Insider citing sources familiar with the matter. While negotiations remain ongoing and c
Microsoft (MSFT) is coming off the most profitable stretch it has posted in years, and its stock trades at $493.95, about 92% of its 52-week high. Nothing here is broken. The risk is quieter than that. The spending that came with those margins is still climbing, and the company has already told shareholders what it expects that to do to fiscal 2027.
Wednesday's stabilization leaves investors debating whether contracted revenue can protect Salesforce from increasingly capable general-purpose agents.
CRM's Agentforce ARR tops $1.5B as AI adoption surges, but its scale still points to steady rather than explosive revenue acceleration.
Salesforce bulls are pointing to an AI monetization curve that is bending sharply upward, but the bears have real ammunition too, and with Dreamforce and Investor Day arriving next week, the stock sits at a crossroads where the next few weeks could settle the argument for years.
The “SaaSpocalypse” of earlier this year—based on the notion that powerful AI models will soon make companies selling software-as-a-service obsolete—turned out to be a phantom. The latest example comes from Qualtrics, which later today will announce its new XM Data and AI platform.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
